SWM
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Selective Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Selective Wealth Management’s Portfolio XAR Stock Details XAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-650
Closed -$60K – 739
2022
Q3 		$60K Hold
650
– – 0.03% 275
2022
Q2 		$65K Hold
650
– – 0.02% 280
2022
Q1 		$81K Sell
650
-800
-55% -$93.9K 0.03% 234
2021
Q4 		$169K Hold
1,450
– – 0.07% 139
2021
Q3 		$173K Buy
1,450
+750
+107% +$92.7K 0.09% 122
2021
Q2 		$93K Buy
+700
New +$89.9K 0.07% 129
2019
Q4 		– Sell
-75
Closed -$8K – 349
2019
Q3 		$8K Buy
+75
New +$7.96K 0.01% 188

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return